Good morning Jill,
I still believe that Dell must move into a business where its current business model can be extended. That means low inventory levels, rapid assembly and a commodity-type product. It also implies a product with R&D carried out by others, and useful to corporations. I am not sure what that product may be, but I am sure that Dell's brain trust is looking into this. Enterprise storage and servers are two examples that have the additional advantage of parlaying Dell's strength in the corporate PC market.
Margin is a very dangerous tool. It is a two-edged sword, capable of enhancing returns in an up market, but also causing severe pain when markets turn south. I would avoid using margin, especially in a frothy market like this one. But then, I am not as much a gambler as others on this thread.
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** OT **
My wife was discharged from the hospital on Tuesday, and is recovering rapidly. The pathology report was encouraging -- there was no sign of invasive cancer, so neither radiation treatment no chemotherapy is indicated.
We take daily walks together, and have even gone on an extended shopping trip. She has asked me to extend her thanks to all who have inquired about her progress.
TTFN,
CTC |
